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Vanguard Mid-Cap ETF

1,517 hedge funds and large institutions have $29.5B invested in Vanguard Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 680 increasing their positions, 491 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.32M

38% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 491

3.06% more ownership

Funds ownership: 250.16%253.22% (+3.1%)

2% less funds holding in top 10

Funds holding in top 10: 182179 (-3)

3% less funds holding

Funds holding: 1,5721,517 (-55)

14% less capital invested

Capital invested by funds: $34.2B → $29.5B (-$4.73B)

28% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 121

Holders
1,517
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
25.56%
Holding in Top 10
179
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.65%
% of All Funds
3.02%
New
87
Increased
680
Reduced
491
Closed
121
Calls
$12.9M
Puts
$3.32M
Net Calls
+$9.57M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.81B +$222M +4,103,608 +4%
Bank of America
2
Bank of America
North Carolina
$3.07B +$132M +2,448,568 +4%
Creative Planning
3
Creative Planning
Kansas
$1.61B +$176M +3,253,392 +11%
Morgan Stanley
4
Morgan Stanley
New York
$1.25B +$69.5M +1,286,204 +5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.24B +$340M +6,288,740 +35%
UBS Group
6
UBS Group
Switzerland
$1.22B -$36M -666,612 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$748M -$137M -2,540,176 -14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$735M +$76M +1,407,516 +10%
RJA
9
Raymond James & Associates
Florida
$622M +$20.8M +385,660 +3%
Ameriprise
10
Ameriprise
Minnesota
$584M -$15M -278,200 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$518M -$3.13M -57,848 -0.5%
TF
12
TIAA FSB
Florida
$485M -$28.5M -526,836 -5%
LPL Financial
13
LPL Financial
California
$442M +$868K +16,072 +0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$393M +$22.5M +416,188 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$338M -$562K -10,408 -0.2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$294M +$21.4M +396,912 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$236M -$5.39M -99,712 -2%
JFG
18
JMG Financial Group
Illinois
$231M -$64.6M -1,195,756 -20%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$198M -$97.1M -1,797,196 -31%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$193M +$124M +2,300,136 +141%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$183M +$17.2M +318,392 +9%
BTCPP
22
Border to Coast Pensions Partnership
United Kingdom
$174M +$30.2M +558,244 +19%
MIS
23
Morningstar Investment Services
Illinois
$168M +$22.4M +414,872 +14%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$160M +$961K +17,792 +0.6%
Osaic Holdings
25
Osaic Holdings
Arizona
$128M -$579K -10,720 -0.4%

VO Hedge Fund Activity: Q2 2022 in Review

1,517 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2022, worth a combined $29.5B — down 14% from $34.2B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of VO and 87 opened new positions — a net loss of 34 holders — while 491 trimmed existing stakes and 680 added.

The largest buyer was Jones Financial Companies, adding an estimated $340M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 1,517 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2022, down from 1,572 in Q1 2022.
  • Funds reported $29.5B of Vanguard Mid-Cap ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 87 funds opened new Vanguard Mid-Cap ETF positions in Q2 2022 and 121 closed out, a net change of -34 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2022 was Jones Financial Companies, an estimated $340M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2022 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2022.